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Rothschild Investment LLC’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Rothschild Investment LLC’s Portfolio PFF Stock Details PFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.09M Sell
68,385
-2,244
-3% -$69.9K 0.08% 244
2026
Q1 		$2.14M Buy
70,629
+302
+0.4% +$9.46K 0.11% 159
2025
Q4 		$2.18M Sell
70,327
-42,420
-38% -$1.32M 0.12% 149
2025
Q3 		$3.57M Sell
112,747
-10,182
-8% -$320K 0.2% 111
2025
Q2 		$3.77M Sell
122,929
-41,562
-25% -$1.25M 0.24% 102
2025
Q1 		$5.05M Sell
164,491
-28,813
-15% -$908K 0.34% 70
2024
Q4 		$6.08M Sell
193,304
-19,682
-9% -$643K 0.4% 63
2024
Q3 		$7.08M Sell
212,986
-4,151
-2% -$134K 0.46% 58
2024
Q2 		$6.85M Sell
217,137
-1,752
-0.8% -$55.1K 0.48% 51
2024
Q1 		$7.06M Sell
218,889
-465
-0.2% -$14.8K 0.51% 53
2023
Q4 		$6.84M Buy
+219,354
New +$6.55M 0.57% 49

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rothschild Investment LLC's PFF Position: Q2 2026 in Review

Rothschild Investment LLC reduced its iShares Preferred and Income Securities ETF (PFF) stake by 3.2% in Q2 2026, selling an estimated $69.9K and leaving 68,385 shares worth $2.09M. The position accounts for 0.08% of the portfolio, ranked #244.

Rothschild Investment LLC first reported a position in PFF in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.08M in Q3 2024. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Rothschild Investment LLC held 68,385 shares of iShares Preferred and Income Securities ETF worth $2.09M as of Q2 2026.
  • Rothschild Investment LLC sold 2,244 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $69.9K.
  • iShares Preferred and Income Securities ETF made up 0.08% of Rothschild Investment LLC's portfolio in Q2 2026, its #244 holding.
  • Rothschild Investment LLC first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's iShares Preferred and Income Securities ETF position peaked at $7.08M in Q3 2024.
  • 964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.